Kendall Financial

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

3204 Long Prairie Rd Ste D, Flower Mound...

Phone Number

(972) 874-8757

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Kendall Financial

Kendall Financial LLC specializes in providing comprehensive financial planning, investment management, and insurance services to individuals and families. Their mission is to help clients create, grow, protect, and distribute their wealth through personalized financial strategies. The firm emphasizes the importance of a well-structured financial plan to alleviate concerns about financial futures. Their team of experienced advisors offers tailored solutions for retirement planning, estate planning, and tax reduction, ensuring clients can focus on what matters most to them.Explore more
Kendall Financial's Social MediaPopular SearchesKendall Financial LLCKendall FinancialSIC Code 62,628NAICS Code 52,523Show more

Kendall Financial Org Chart

PhoneEmail
BK
United States flag for contact location.

Manager, Client Services

PhoneEmail

PhoneEmail
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Revenue

Number of Employees

Type

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Founded In

Top Executive

Kendall Financial

<$5M
1-10
Private
-
1968
BK
Bonny KressManager, Client Services
$8.7M
11-50
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-
-
SS
Stacy SachsFinancial Advisor
$5.4M
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1986
LT
Lucas ThomasManager, Operations
<$5M
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-
2010
JH
Jason HeinzelmannGroup Founding of Provident Wealth Management Partner
<$5M
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2010
<$5M
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Private
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2011
N/A
<$5M
1-10
Private
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2013
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Company Profile Activity

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Activity Insights

Kendall Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Kendall Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Kendall Financial.

Kendall Financial Tech Stack

A closer look at the technologies used by Kendall Financial

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Frequently Asked Questions Regarding Kendall Financial

What is Kendall Financial's official website?
Kendall Financial's official website is www.kendallfinancial.net
What is Kendall Financial's Revenue?
Kendall Financial's revenue is <$5 Million
What is Kendall Financial's SIC code?
Kendall Financial's SIC: 62,628
What is Kendall Financial's NAICS code?
Kendall Financial's NAICS: 52,523
How many employees does Kendall Financial have?
Kendall Financial has 1-10 employees
What industry does Kendall Financial belong to?
Kendall Financial is in the industry of: Finance, Insurance, Securities Trading
What is Kendall Financial competition?
Kendall Financial top competitors include: Copper Canyon Wealth Management, Thomas Financial, BAM Advisory Group, Provident Wealth Management Group
What technology does Kendall Financial use?
Some of the popular technologies that Kendall Financial uses are: Drupal, Proofpoint, Smarsh, Google Tag Manager
How do I contact Kendall Financial?
Kendall Financial contact info: Phone number: (972) 874-8757 Website: www.kendallfinancial.net
What does Kendall Financial do?

Kendall Financial LLC specializes in providing comprehensive financial planning, investment management, and insurance services to individuals and families. Their mission is to help clients create, grow, protect, and distribute their wealth through personalized financial strategies. The firm emphasizes the importance of a well-structured financial p... lan to alleviate concerns about financial futures. Their team of experienced advisors offers tailored solutions for retirement planning, estate planning, and tax reduction, ensuring clients can focus on what matters most to them.Read More

What are Kendall Financial social media links?
Kendall Financial Linkedin page Kendall Financial Facebook page
Is Kendall Financial a public company?
Kendall Financial is private company therefore does not currently have an official ticker symbol
See more information about Kendall Financial

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